Searching

Configuration options for the ‘Searching’ section of the Library System and Library Location.


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Searching Configuration

Go to Pika Configuration and Library Systems from the left sidebar.  

Screenshot of the pika configuration menu highlighting the library systems menu option

Click the Library Id number or the Edit link to gain access to the Library Systems page.

Screenshot of the library systems table highlighting the access links

Click on the Searching tab.

Restrict Search By Library

The Restrict Search By Library option is used to limit the search results to the individual library.

If this setting is enabled, there is an option to offer a consortia search option in addition to the basic library search.  For more detailed information about this setting, please review the Repeat Search Options section. 

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Public Lists to Include

Public Lists to Include controls which public user lists will show up within the search results.  The options allow libraries to limit to lists created by their library staff and patrons or expand offerings to include public lists from other libraries. The menu has more options available at the location level which has settings specific to the individual location.

Library System options

 

Library Location options

 

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Library Boost Options

Boost By Library gives a small boost in the search results to items owned by the individual library.  

The Additional Local Boost Factor setting requires the Boost By Library option to be enabled.

Typically, a boost of 1 or 2 is appropriate for the Additional Local Boost Factor.

If the value entered is more than 2, it may skew search results due to ownership. Changing the Additional Local Boost Factor has an immediate effect on search results, as it changes the search queries that are sent to the underlying Solr search engine.

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Allow Automatic Search Corrections

If the Allow Automatic Search Corrections is enabled, Pika will prompt users with automatic corrections for misspelled search terms. The correction prompt only displays if there are no results for the user’s initial search with a misspelling.

Here is an example from a library that is using Allow Automatic Search Corrections.   

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Apply Number of Holdings Boost

Apply Number Of Holdings Boost applies a small boost in results based on the number of holdings for a given title. Typically academic and school libraries will disable this feature, so the weight of items is more evenly distributed.

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Search Box

Expand the Search Box menu to see options to configure your search box.

Use Horizontal Search Bar

The Use Horizontal Search Bar option allows for a longer, horizontal search box that displays above the browse categories and search results.

Here is an example of a library that is using the Horizontal Search Bar.


Other Libraries or Locations to Repeat In

The Other Libraries or Locations to Repeat In can be configured at the Library System or the Locations level.  

Below is an example of Western University’s configuration settings using the Library System for the Repeat Search Option, and Gunnison County Library (gunnisonld) for the Systems To Repeat In. This

 

 

 

 

Repeat Search Options

The Repeat Search Options has a dropdown menu for options.  The option that is set in the configuration controls which search source options are offered in either the vertical search bar or the horizontal search bar.

 

 

 

 

 

 

If the library has enabled the Restrict Search by Library option, the Repeat Search Options allows the library to add another search source that patrons can limit to to expand their search.

The Repeat in Online Collection option includes the Online Collection in the search source options. The Online Collection search source limits the search to eContent owned by the individual library. 

 

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Advanced Search Options

Show Advanced Search Link controls if you see the advanced search link near the search box.

Advanced Search Link vertical display

 

Advanced Search Link horizontal display

 

 

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Search Results

Expand the Search Results menu to configure elements on search result pages.

Show Search Tools

If the Show Search Tools option is enabled, Search Tools will display at the bottom of the page after a search is performed. The Search Tools options are :

  • Get RSS Feed

  • Email this Search

  • Save Search

  • Export to Excel

 

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Optional Record Details

Optional details to show for a record in search results determines which main details are displayed in the basic view in search results. The options detailed in the screenshot example are the default options.

Below is an example of the default Optional details shown in the search results for an title.

Below is an example of search results for a title with the Show Accelerated Reader Information and Show Lexile Information options enabled.

 

In order to see the information displayed in the search results and full record display, you must also enable these features in the Full Record display.

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Always Show Selected

When the Always Show Selected Search Results Main Details option is enabled, each of the selected optional details will always be displayed in search results. 

Titles will display with specific details if there are not multiple holdings with varied details. If there are multiple holdings of the title with varying information, the selected details will display as “Varies, see individual formats and editions” or “Not supplied.”  If this option is disabled, the selected Optional details will be displayed only when the detailed information is supplied.

Below is an example of the Optional details displayed when the Always Show Selected Search Results Main Details option is enabled.

Below is an example of the Optional details displayed when the Always Show Selected Search Results Main Details option is disabled.

 

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Search Facets

Expand the Search Facets menu to configure the search facets.

All facet configuration options are located in the Search Facets tab.

Toggle Labels

The toggle label settings control the text that is displayed in the toggle buttons at the top of search results. 

The text for the labels can be customized to any value that your library prefers.  If you remove any of the text for one of these labels, that facet toggle will not display. You can also add a special value of {display name} to the Local Collection Toggle that will automatically use the library/location display name. 

  • SuperScope Toggle Label

    • Should be labeled to best describe the entire collection available in the individual library’s interface. Typically, libraries that are members of a consortium will use this label to indicate holdings at all the libraries in the consortium

  • Local Collection Toggle Label

    • Should be labeled to best describe the entire collection owned by the individual library. At the Library System level, this will include all branches of the system.

  • Available Toggle Label

    • Should be labeled to best describe items that are available on shelf for immediate checkout. Some libraries include their electronic materials in the Available toggle, using the Include Online Materials in Available Toggle option.

  • Available Online Toggle Label

    • Optional feature that is disabled by default. 

    • If the Available Online toggle is enabled, the Available Online toggle will limit the search to all the eContent that is currently owned by the individual library or included in the Records to Include

  • Include Online Materials in Available Toggle

    • If the Include Online Materials in Available Toggle option is disabled, results in the Available Toggle Label will only show physical items that are available now.  This option requires the overnight index to update.

Toggle Label Examples

  • SuperScope Toggle Label and Available Toggle Label.

  • Local Collection Toggle Label

  • SuperScope Toggle Label, Available Toggle Label, and Available Online Toggle Label.

  • SuperScope Toggle Label, Local Collection Toggle Label, Available Toggle Label, and the Available Online Toggle Label.

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Library System Facet Label

The Library System Facet Label controls the display of items owned by an individual library system in the Owning System facet.

Below is an example of how the Library System Facet Label displays in the Owning System facet. 

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Restrict Owning Branch and System Facets to this library

Most libraries have the Restrict Owning Branch and System Facets to this library option enabled. If this option is enabled, only holdings at the local library system will display in the Owning System and Owning Branch for the local library’s interface. This setting is also used for local call number search fields.

Below is an example of a library that is using the Restrict Owning Branch and System Facets to this library. The Owning Library System and Owning Branch are restricted to just their library and branches. 

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Additional Location to Include in 'Available At' Facets

Additional Locations to Include in 'Available At' Facets allows libraries to include additional locations within the Available At facet. This setting allows libraries to include external library systems within a consortium in faceted search results while also limiting the basic display of search results to be more reflective of local holdings.

Below is an example of a library that is using the Additional Locations to Include in Available At Facet.  This setting allows items from the home library as well as designated external libraries to display in the Available At facet. 

 

 

 

 

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Include Records Facets

Include All Records in Shelving Facets

The All Records In Shelving Facets setting specifically applies to the Detailed Location facet and the Collection facet which are two Self Location facets and is typically only enabled for the union catalog interface for consortiums.

Include All Records in Date Added Facets

The Include All Records in Date Added Facets allows you to see the Date Added based on whoever first purchases a title (not just titles you own).  For libraries that are unscoped, this allows your patrons to place holds on items from anywhere in the consortium sooner.  Items will show up in the Added in the Last facet.

Include On Order Records in All Date Added Facet Values

Include On Order Records in All Date Added Facet Values will include On Order records in the values listed in the Added in the Last facet. If this option is disabled, On Order records will display in their own line in the Added in the Last facet.

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Facets

Facets for searching are assigned at the bottom of the Searching section. There is separate documentation for facet configuration available here or by clicking on the blue question mark above the facet configuration section.

 

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Related Documentation